If you have been using Quickbooks Time for more than a few years, like many of our clients have been using it for eons since the days it was called Tsheets, you know that this is an amazing product. It is extremely value for money for what it does and gives you and your team… Continue reading Automatically Sync Excel or PowerBI with Quickbooks Time

PropertyMe is property management software designed to help property managers manage residential and commercial properties on behalf of their owners. They have a growing list of features but one of the most used features is their reporting functionality. This is what reporting currently looks like in PropertyMe, which is quite functional if everything you need… Continue reading Automatically Sync Excel or PowerBI with PropertyMe

KeyPay is an easy-to-use online payroll that integrates with accounting platforms and automates the entire payroll journey. They have a growing list of features but one of the most used features is their reporting functionality. This is what reporting currently looks like in KeyPay, which is quite functional if everything you need to do can… Continue reading Automatically Sync Excel or PowerBI with KeyPay

Save Clicks in Zoho CRM using simple workflows. CRM works the best when automation reduces the click work required to get something done. In addition, it ensures the correct process is followed, even when users forget to change something. We had a requirement for this recently. We had opportunities that had a closing date of next month,… Continue reading Save Clicks in Zoho CRM using simple workflows

Do you spend a lot of time doing manual data entry? Perhaps you’re manually creating an invoice by looking at your Opportunity field by field. Or are you spending time manually associating your Accounts with your Contacts? You are probably a busy person and busy people need to maximise their time efficiency. Why put so… Continue reading Automate your Business Processes and save time with Zoho Workflows and Custom Functions

Take your Sales Management to the next level by integrating your simPRO software with Zoho CRM Plus.  Connect with your leads and your customers easily and send your conversion rates through the roof! #1 Unmatched Visibility into Opportunities When simPRO in integrated with Zoho CRM, every simPRO quote is reflected in Zoho as an Opportunity,… Continue reading 5 Reasons to Use Zoho CRM Plus with simPRO for Better Sales Management